SMFS
Squar Milner Financial Services’s iShares Core S&P US Value ETF IUSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-6,366
| Closed | -$332K | – | 90 |
|
|
2020
Q2 | $332K | Hold |
6,366
| – | – | 0.19% | 137 |
|
|
2020
Q1 | $293K | Hold |
6,366
| – | – | 0.18% | 121 |
|
|
2019
Q4 | $401K | Hold |
6,366
| – | – | 0.2% | 111 |
|
|
2019
Q3 | $346K | Hold |
6,366
| – | – | 0.18% | 140 |
|
|
2019
Q2 | $361K | Buy |
6,366
+1,780
| +39% | +$101K | 0.24% | 92 |
|
|
2019
Q1 | $251K | Hold |
4,586
| – | – | 0.19% | 132 |
|
|
2018
Q4 | $225K | Hold |
4,586
| – | – | 0.22% | 116 |
|
|
2018
Q3 | $259K | Hold |
4,586
| – | – | 0.23% | 114 |
|
|
2018
Q2 | $246K | Hold |
4,586
| – | – | 0.22% | 125 |
|
|
2018
Q1 | $244K | Hold |
4,586
| – | – | 0.31% | 119 |
|
|
2017
Q4 | $267K | Buy |
+4,586
| New | +$267K | 0.32% | 110 |
|